| Quarter | Score |
|---|---|
| 2022-Q1 | 49.0 |
| 2022-Q3 | 40.8 |
| 2022-Q4 | 49.9 |
| 2023-Q2 | 41.6 |
| 2023-Q3 | 50.1 |
| 2023-Q4 | 65.6 |
| 2024-Q1 | 62.6 |
| 2024-Q2 | 72.2 |
| 2024-Q3 | 57.5 |
| 2024-Q4 | 74.6 |
| 2025-Q1 | 73.5 |
| 2025-Q2 | 73.3 |
| 2025-Q3 | 73.5 |
| 2025-Q4 | 73.7 |
| 2026-Q1 | 79.5 |
| 2026-Q2 | 79.7 |
Strong consensus, but price is extended — wait for pullback to funds' basis
Trading +134.6% above funds' purchase price — elevated pullback risk
2 of 18 tracked funds hold SNX. Avg conviction: 1.3%. Net holding. First tracked at $118.68 (current +134.6% vs tracked).
Greenlight Capital has 2.6% in this stock
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Greenlight Capital | 2.6% | Reduce |
| Citadel Advisors | 0.0% | Add |